Investment Q&A

Q: At present, I own HWX, I was thinking of buying one more energy stock and was looking at either PXT or TVE. What would be your choice and reason why. Also with the big rise in oil, is it too late in the game to make such a purchase. Thanks

Q: Dear 5i
Which of TVE or PXT has the highest earnings growth rate over the next 2 years ? Would either one be suitable in a TFSA ?
Thanks
Bill C

Q: Are there any companies in the energy and materials sectors that one could buy and forget?

Thanks.

Q: Assuming the price of oil remains relatively strong for the next 1-2 years, please rank these three companies in terms of their upside potential over that period.

Thanks, Rick

Q: It's time that I trim my above portfolio of 13 oil & gas stocks to sector weighting. Which 6 stocks do you think should be first to be trimmed? Please list the stocks in order from the first to be sold to the sixth. This is for medium risk profile. Also could you list a short reason why you think it should go for each of the six stocks.

Thanks

Q: Despite the significant increase in Energy stocks, I am looking to add some exposure. Do you see more upside in 2022 and beyond? Please rank the companies above for a 2-5 year hold.

Q: Hello, recently Eric Nuttal called PXT a value trap and a chronic underperformer, and he previously owned the company. He also stated that mgmt is giving mixed messaging and needs to increase the div, do a special div, and increase buybacks. On paper I thought PXT was doing everything right. The amount of shares they have bought back and just confirmed again for 2022 is amazing. Yet year after year it doesn't get the valuation increase it deserves. As Eric says "the market does not care about PXT and there are no big buyers", despite of it having the best balance sheet and buybacks in Canadian o&g. Yes its up last year, but considerably lower than its peers, so there is the opportunity cost. My question is, do we often see companies buying back shares, great balance sheet, and doing most things right yet they never receive the valuation they should or is it a case of you need to be patient, maybe even for years to see the market eventually reward it.

Q: Not including ARX or TOU …..what are your top three Canadian energy ideas currently?

Q: What are your large, medium and small energy top picks? Dividend payers preferred.
Do you see energy prices/shares falling in 2022, rising or leveling?
Thanks.

Q: Hi team,

I have the following partial positions (less than 2%) and am looking for guidance on which ones look like good adds. Please rank in order and also provide a target price.
AC, ABNB, ATZ, DOO, CSU, ENB, FTS, KXS, MED, PXT, PINS

Q: Oct 25 closing price was 25.58. It has constantly dropped since and is now 22.02. Also WTI oil in Feb was 59 dollars and PXT was at 22 dollars. I cant make sense of this. 5i likes the company. Why don't over investment firms like it. Was it overvalued at 25 dollars. Any thoughts would help.

Q: Thank you for your prompt and your customary excellent answer to my earlier question!

Q: 1. May I then request you to give me a concentrated collection of small/midcaps energy stocks that you think will be comparable to an ETF? say ZJO?

Q 2: Big and mid to big caps that are comparable to XEG?

I will leave the number of stock selection to your discretion.

Many thanks.

Q: The stock price is at 22.90 as I am writing this. Where do believe the stock price should be today now that the q3 is out. If they meet there production guidance in 2022 and oil stays between 70 to 80 where do you see the price moving to.

Q: Do you expect a pop when they release their financials.

Q: For energy exposure for the next 2 yrs or so which would you choose? Or, would you buy both? The other “conventional” energy names held are SU (recent) and VET (long time sufferer).

Thank you.

Q: Parex has been recently lagging other oil and gas stocks. For the foreseeable future does stocks like WCP, TOU or ERF represent better upside opportunities .

Thank you for your excellent service

Raouf

Q: I saw back in april 2018 the share price was same as it is now at 66 wti oil. Since then share buybacks and dividends have occurred. In this environment shouldn't we be closer to 30. What does the company have to do differently to get there. Would an acquisition do it or make sense. Also when you talk to these companies do you ever give advice.

Q: These companies appeal to me for various reasons, some of which I currently own. For new money in an unregistered account, in your opinion which two would have the most pop in the near future and likely for a 3 yr hold? Thanks.

Q: Could you provide the names of some companies that have declared their first dividend over the past several months. Canadian or U.S., any size market cap. Thanks.

Q: IT LOOKS LIKE THE ENERGY SECTOR IS ON FIRE AT THIS MOMENT, CAN I HAVE A SUGGESTION FOR 2 ENERGY STOCKS TO PURCHASE THAT MIGHT PAY A LITTLE DIVIDEND AS WELL.